James Balthaser
PSI Capital Management · Lancaster, Pennsylvania
James Balthaser is a fee-only financial advisor at PSI Capital Management in Lancaster, Pennsylvania. PSI Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | PSI Capital Management |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $384.8M across 1,414 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4088364 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.visitpsionline.com |
How James's firm compares
- PSI Capital Management's average account is about $272,000, from its Form ADV (assets managed divided by 1,414 accounts).
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Questions about James
Is James Balthaser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and PSI Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, PSI Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Balthaser based?
James Balthaser is based in Lancaster, Pennsylvania.
Is James Balthaser registered with the SEC?
Yes. James Balthaser is registered as an investment adviser representative in PA (CRD 4088364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PSI Capital Management manage?
PSI Capital Management reports $384.8M across 1,414 accounts in assets under management.
How do I contact James Balthaser?
Through James's website, www.visitpsionline.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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